Sarasota
REALTOR The Official Monthly Publication of the Sarasota Association of Realtors速
速
SEPTEMBER 2014
Global Shining Page 6
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Contents
Sarasota Realtor® Magazine
Sarasota
Volume 11, Issue 9
®
REALTOR 6 Global Shining
International real estate continues to grow, both locally and
across the state of Florida, as international buyers discover
the amazing Sarasota community.
SAR congratulates the Major Investors in RPAC
for stepping up to the plate and helping the association
meet and exceed its 2014 fundraising goal.
Volume 11 • Issue 9 •SEPTEMBER 2014
13 Committee Fair
4
This year, SAR decided to devote an event to the annual
Committee signups, and there are many reasons to attend,
including the opportunity to see magician Gary Roberts.
The summer real estate market typically cools in July, and that was the case this year. But sales remain at a very high level, and the 2014 market is poised to exceed last year.
The Commercial Investment Division of SAR is once again hosting the annual CID Charitable Golf Tournament on Monday, Oct. 27th.
President Peter Crowley RE/MAX Alliance Group
Secretary Amy Worth-Paul RE/MAX Platinum Realty Treasurer Xena Vallone Xena Vallone Realty Immediate Past President Roger Piro Town & Country Realty Chief Executive Officer Kathy Roberts Mission Statement The mission of the Sarasota Association of ® Realtors is to advance members’ professionalism through delivery of education and resources while upholding the Realtors® Code of Ethics.
Sarasota Realtor® is published monthly by the Sarasota Association of Realtors® Inc.
Editorial Staff Director of Communications Ray Porter
Director of Information Technology Jesse Sunday Director of Professional Development Catherine McCaskill Governmental Affairs Director Marc Mansfield Production Coastal Printing, Inc.
In every issue
Sarasota Realtor® Advertising: For information on advertising rates and deadlines, contact Ray Porter at 941/952-3405 or ray@sarasotarealtors.com.
10- Governmental Affairs
Subscriptions: The annual dues of every member of the Sarasota Association of Realtors®, Inc., includes a one-year subscription to Sarasota Realtor ® magazine. A yearly subscription for Sarasota Realtor ® magazine is available to non-members for $25, plus Florida sales tax.
12- Property Appraiser 15- Sales and Listing Statistics 18- Commercial Investment Division
Editorial ideas and manuscripts are welcome. Byline articles and columns express the opinions of the writers and do not necessarily reflect the policies or sentiments of the Sarasota Association of Realtors®, Inc. All submitted copy is subject to editing.
20- Education Programs 27- Pathways to Professionalism
2014 Copyright© by the Sarasota Association of Realtors®, Inc. All rights reserved. Reproduction in whole or in part without written permission is prohibited.
30- Membership 32- Calendar of Events/Education SEPTEMBER 2014
2014 SAR Officers
Director of Membership & Broker Services Dan Andrews
18 Golf Tourney Set
2320 Cattlemen Road Sarasota, Florida 34232 Phone: 941/952-3400 FAX: 941/952-3401 www.sarasotarealtors.com www.facebook.com/SarasotaRealtors
We are committed to be the leading advocate of real estate in the communities we serve by protecting private property rights and expanding relationships with individuals and organizations both locally and worldwide.
15 Cooling Off
Sarasota Association of Realtors®, Inc.
President-Elect Stafford Starcher RE/MAX Alliance Group
10 Major Kudos!
SEPTEMBER 2014
Sarasota Realtor® Magazine
www.sarasotarealtors.com
Award Nominations Sought The SAR Nominating Committee is again seeking nominations for our three service awards. Nominations may be submitted by any member, nominating another member, or nominating themselves. Nomination forms are available on our website at www.sarasotarealtors.com/ awards, or e-mail peggy@sarasotarealtors.com or call 9523402 to request a form. All forms must be received by Friday, Sept. 19th, 2014. Realtor® of the Year Award This award is based on the member’s lifetime contributions to the Realtor® organization, service in the community and business accomplishments. Although total contributions are considered, activities over the past three years will receive priority consideration. Humanitarian Award The recipient of this award is honored for a significant contribution as a volunteer for an organization or project in the community. Meritorious Service Award The Realtor® selected for this honor is one whose service to the Sarasota Association of Realtors® and his/her fellow Realtors® has been of such effectiveness and quality so as to deserve special recognition. The member’s service must be both consistent and valuable, and their dedication to personal professional development must be both consistent and of high quality. The member must be held in high esteem by his/her fellow Realtors®.
Real Estate Closings
Affiliate Spotlight on Steve Williamson The September 2014 SAR Affiliate Spotlight is on Steve Williamson, owner of Pillar to Post Home Inspection. Williamson was enlisted in the U.S. Army from 2001-2009 and spent time in both active duty and National Guard as a Staff Sergeant. He served in Iraq as a Squad Leader and gun-truck commander based out of Taji, Iraq. He moved to Sarasota in 2006 as an Executive Team Leader for the Super Target on University Parkway. He decided to start his own Steve Williamson business in 2012 and purchased a Pillar To Post franchise. He is a member of SAR, a Florida CRS gold sponsor, and a national preferred vendor with both RE/MAX and Keller Williams. Williamson is available within 24 hours and a report is generated on-site and emailed the same day. Call for an appointment - 941-716-0261, or email steve.williamson@ pillartopost.com
Sarasota | Venice | Lakewood Ranch
Deed in Lieu Foreclosure Defense
Title Insurance Buyer/Seller Representation
Bankruptcy Probate
Contract Preparation Short Sales
Lucy McC
Attorney Cynthia A. Riddell criddell@rlglawrm.com 941-366-1300
www.rlglawrm.com
1031 Exchanges
Cover Story 6
Global Shining
Promoting international real estate is focus of GBC
B
Back in 2005, then-SAR President Judy Schomaker was considered somewhat of a rebel when she strongly advocated and pushed the local trade association to emphasize the international real estate market. Her passion ignited the interest of others, and she was instrumental in starting the SAR International Council, which later became the Global Business Council. The first accomplishments of the Council were major accords with Spain, when SAR became the official Ambassador Association to AEGI, Spain; and the 2005 cooperative agreement between SAR and the Paris, France real estate organization Ile de France. Judy noted at the time, “We are working to build a bridge between our associations.” Now nine years later, the bridges are still in place, and international real estate is a major (and growing) part of the Sarasota real estate industry. This year’s leader of the Global Business Council, Robin Adair, noted, “The Global Business Council is here to make it easier for all Sarasota Association of Realtors® members to understand and work with people from all over the world. The Council is staffed by volunteers who are all professional Realtors® sharing their time and knowledge to help ensure smooth transactions with foreign customers.” The essential day-to-day information is vital to make international real estate operate smoothly, Robin noted. “When foreign nationals come to Florida to buy property, they typically have only the experience and knowledge of a property purchase in their home country on which to base their understanding and actions,” said Robin. “This can be a real challenge for the local Realtor® who may not be aware of the customer’s preconceptions, which may lead to difficult and sometimes fatal results with the relationship.” The common questions encountered include: - Does the customer trust the Realtor®? - Are they aware of the ability of Realtors® to show and sell any and all listed property for sale? - Do they know about the MLS? - Do they know that an accepted and signed offer, with all contingencies met, precludes further offers and changes? “There are many areas for possible misunderstandings and disconnects,and the GBC is here to help you,” said Robin.
SEPTEMBER 2014
The Global Business Council offers year round, ongoing education and information seminars specifically designed to provide SAR members with the knowledge and expertise to be able to anticipate such bumps in the road on the way to a satisfactory transaction. Over the last year, the GBC has hosted speakers from Visit Sarasota, IMG Academy, the Port of Manatee, Sarasota International Airport, the Port of Tampa, National Association of Realtors® and others. GBC also strongly encourages and promotes education as a major component of international trade. Realtors® with an eye toward achieving international business are encouraged by the GBC to gain their CIPS (Certified International Property Specialist) designation. International transactions are significantly different and more complex than domestic deals. From currency issues and financing to visa and tax laws, working with a Realtor® who knows how to handle these differences can make or break the purchase or sale of a home. Because of these nuances, it is essential to work with a knowledgeable and trusted professional. A CIPS designee has undergone specialized training to complete international transactions seamlessly and with reduced risk. The CIPS designation is the only international designation recognized by the National Association of Realtors®. Only Realtors® who have completed the coursework and demonstrated considerable experience in international business can call themselves a CIPS designee, and use the name and logo. CIPS designees must complete 5 full days of study focusing on the critical aspects of international transactions, including: - Currency and exchange rate issues - Cross-cultural relationships - Regional market conditions - Investment performance - Tax issues After they have completed the coursework requirements, designees instantly join a tight-knit network of nearly 2,500 international property professionals around the world. These referral partners can help you do business in over 40 countries, and
Sarasota Realtor® Magazine
Continued on P. 29, See GLOBAL www.sarasotarealtors.com
Global real estate success can be yours We live in a global marketplace. While all real estate is local, not all property buyers are. A significant share of home purchases are made by people whose primary residence is outside of the U.S. The NAR 2014 Profile of International Home Buying Activity examines purchases of real estate in the United States by international clients for the twelve-month period ending in March 2014. As you can see by the chart at left, most of the international clients in Florida come from either North America (mostly Canada), Europe or Latin America. Another compelling statistic is that Florida has the highest percentage of international transactions by state, at 23 percent of the total. The second highest was California, with 14 percent, followed by Texas (12 percent), Arizona (6 percent), and Washington (4 percent). There is an incredible amount of detail to At Conditioned Air, we work hard to eliminate the gap between problems and solutions … between your call be found in the NAR profile, and could for help and your return to complete comfort. As we celebrate our be highly beneficial to your future interna52nd Anniversary this year, we also celebrate the bond we have with our customers. It’s a bond built on treating people with fairness and respect, tional real estate success. and approaching each project with professional pride and integrity. For the complete profile, visit www.realOur employees go through a thorough background check when they join tor.org/reports/profile-of-internationalthe Conditioned Air team. Our technicians don’t earn a commission on home-buying-activity any parts used in a repair – their only focus is providing solutions that
Contentment Beyond Air Conditioning
make sense for you. Every day, we aim to follow our mission and core values when working with our customers, stakeholders, vendors and fellow team members. • Honesty • Integrity • Respect • Safety • 100% Purposeful Effort • Exceed Expectations
Make the comfortable choice and call Conditioned Air today.
Scan this code with your smart phone to learn about Conditioned Air.
Experience The Difference...
1-888-COLD-AIR • (941) 893-6450 • www.conditionedair.com 1040 Knights Trail Rd., Unit A • North Venice 34275
Reliance offers a discount to SAR members on Due Diligence Services: • Phase I and II ESAs • SBA Loan Experience • Dry Cleaner Assessment
• Ecological Surveys • Soil & Groundwater Testing • Gas Station Investigations
A realistic, no-nonsense approach. We listen to your needs and move the process forward, fast. ASSESSMENTS TO REMEDIATION—WWW.RELIANCEENV.COM Offices in Downtown Sarasota, FL & Lancaster, PA
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Sarasota Realtor® Magazine
CELE
11
CE
Experienced Assistance for the Real Estate Industry
G 11 Y E A R S O F
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Professional Environmental Consulting
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7
Cypress Falls, Vernon Hill II Great Room
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Put yourself in a better place™
Prices shown are estimated base prices, do not include lot premiums or options and are subject to change without notice. Community Association fees required. Additional terms, conditions and restrictions apply. Photographs are for illustrative purposes only and are not intended to be an actual representation of a specific community, neighborhood or any completed improvements being offered. Please see a sales associate for details. This material shall not constitute a valid offer in any state where prior registration is required or if void by law. ©2013 Centex Real Estate Corporation. All rights reserved. 8/5/13. CBC057850.
NORTH
Exceptional communities. Quality homes. Extraordinary amenities. Outstanding customer service.
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Live the Good Life
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Clubhouse, Tennis, Boat Slips, Dog Park 275
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(941)Tampa 465-4001
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Golf Club, River Club, Tennis
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Venice
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ORAL REPRESENTATIONS CANNOT BE RELIED UPON AS CORRECTLY STATING REPRESENTATIONS OF THE DEVELOPER. FOR CORRECT REPRESENTATIONS, MAKE REFERENCE TO THIS BROCHURE AND TO THE DOCUMENTS REQUIRED BY SECTION 718.503, FLORIDA STATUTES, TO BE FURNISHED BY A DEVELOPER TO A BUYER OR LESSEE. Void where prohibited. All references to clubs, golf clubs and membership opportunities and other amenities NORTH
are subject to fees, dues and availability. All prices and availability subject to change without notice. Š2014 WCI Communities, Inc. All rights reserved. CGC 031523
Captiva Island
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Governmental Affairs
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Marc Mansfield can be reached at 941.952.3410
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SAR salutes RPAC 2014 Major Investors
RPAC’s Major Investor Program consists of an elite group of Realtor® investors who partner with NAR, Florida Realtors® and the Sarasota Association of Realtors® to shape the political future of the real estate industry. RPAC is the only organization in the country organized for Realtors®, run by Realtors® and existing solely to further and advance issues of importance to Realtors®. On behalf of the Sarasota Association of Realtors® we thank these individuals shown below for the dedication and continued support of RPAC. For information on how you can become an RPAC major investor, please contact Marc Mansfield at 9523410 or email marc@sarasotarealtors.com. Bill Furst - William C. Furst Real Estate-Golden R President’s Circle Currently the elected Sarasota County Property Appraiser, Bill has over 40 years of experience in the Florida Real Estate industry as a Real Estate Broker, Building Contractor and Mortgage Broker. Bill has been active with local, state and National Association of Realtors. He is a past President of the Sarasota Association of Realtors, the past Secretary of the Florida Realtors and past National CRB President. At the National Association of Realtors he has served on the Board of Directors since 1996 and currently serves as Florida’s representative on Realtor Party Member Involvement committee. Bill holds a Coast Guard captains license, is also a pilot and an avid runner having completed three Boston Marathons. Clark Toole - Coldwell Banker Residential Real Estate-Coldwell Banker Commercial NRT-Golden R As president of Coldwell Banker Residential Real Estate, Clark Toole oversees the operations of Florida’s largest residential real estate company. Clark also acts as president of Coldwell Banker Commercial NRT in Florida, which offers five offices and more than 100 sales associates. The company real estate services include residential, commercial, new development, property management, lease only and relocation. Prior to joining the Florida team in 2007, Clark served as president and chief operating officer of Coldwell Banker Residential Brokerage in Dallas/Fort Worth. He built a strong sales culture that, even today, continues to focus on skill development at every level of the company’s 19 locations and nearly 1,400 associates.
SEPTEMBER 2014
Laura Benson - Michael Saunders & CompanySterling R Laura is a Past President of SAR. She has served on numerous committees, including Professional Development, Grievance, Public Policy, Finance, Nominating and SARPAAT. In 2008 she was named SAR Realtor® of the Year. She has also served as an elected member of the Sarasota County School Board, appointed by the Florida Senate to a seat on the Century Commission for a Sustainable Florida and served on the Board of Directors for Future Business Leaders of America-Phi Beta Lambda, Take Stock in Children and the Sarasota County Early Learning Coalition.
Michael Bruno - Michael Saunders & CompanySterling R Originally from Milwaukee, Wisconsin, Mike spent 16 years as a retail executive in both department and discount store merchandising in Wisconsin and Connecticut. While in Connecticut, he obtained his real estate license and then relocated to Sarasota in 1988 when he joined the Sarasota Association of Realtors. Mike is a real estate agent with Michael Saunders & Company and a consistent top producer. He is the 2014 District 13 Vice President, and has served on the Florida Realtors® Board of Directors since 2006 and was the 2011 President of the Sarasota Association of Realtors®. Mike is also a proud graduate of the 2010 Florida Realtors® Leadership Academy.
R
Peter Crowley - RE/MAX Alliance Group-Sterling
Peter Crowley graduated from University of Florida with a law degree and an MBA. He is a member of the Florida Bar, and also a graduate of the REAL Trends Leadership Institute. He is President and Broker/Co-Owner of RE/MAX Alliance Group. Peter is the 2014 SAR President. He is past Chairman of Goodwill Industries Manasota, Inc. Peter is also a past director for My Florida Regional MLS. In 2008, Peter received the SAR President’s Award. Peter is most proud of his family- Keli (wife), Kenley (5-years-old daughter) and Jack (2-year-old son)
Sarasota Realtor® Magazine
www.sarasotarealtors.com
Michael Davenport - Davenport Realty-Sterling R Michael is a fourth generation Floridian with over five decades of career experience in the real estate/mortgage and sales profession. Michael is the broker/owner of Davenport Realty Group, LLC serving Sarasota, Manatee & Pinellas counties. He is a Saint Petersburg, Florida native and real estate industry veteran. He is also a licensed real estate instructor with the Bob Hogue School of Real Estate. He has earned and retains the ABR (Accredited Buyer’s Representative), the CRS (Certified Residential Specialist), SRES (Senior Real Estate Specialist) and the REOS (Real Estate Owned Specialist) designations. He is a current member of the Board of Directors with Florida Realtors® and on the 2013 & 2014 Honor Roll of Florida Realtors®. Marianne LeBar - Michael Saunders & CompanySterling R Marianne has been a SAR Member since 1994. She was the prior Broker Owner of Rosebay until she sold her interest and joined Michael Saunders & Company in 2002. She was the 2012 President of the Women’s Council of Realtors® Sarasota, the District 13 Vice President for WCR for the State of Florida and State Awards Chair. She is a Certified Residential Specialist (CRS) and a Certified Luxury Home Marketing Specialist (CLHMS). She will be the CRS District 13 Vice President for 2015 & 2016 and is currently serving a 3 year term as a Board of Director with SAR. She is a member of the 2014 Emerging Leaders group and will also graduate from Florida Realtors® Leadership Academy later this year.
www.sarasotarealtors.com
Amy Worth-Paul - RE/MAX Platinum Realty-Sterling R Amy currently serves as the immediate Past President of the Women’s Council of Realtors® Florida State Chapter. She began her real estate career in Sarasota in 1992 after graduating from the University of Florida where she received her Bachelor’s degree in Business Administration. Amy currently serves as Vice Chair of the Realtor® Party Member Involvement Committee with Florida Realtors®. She also serves on the Women’s Council of Realtors® National Executive Committee and the National Finance and Budget Committee. Amy is a recent graduate of the Florida Realtors® Leadership Academy. Kathy Robert - Sarasota Association of Realtors®Sterling R Kathy Roberts is CEO of the Sarasota Association of Realtors®. She holds the designation of Realtor® Association Certified Executive (RCE) from the National Association of Realtors®, one of about 400 in the nation. Before becoming the CEO of SAR, she was the Chief Operating Officer of the Realtor Association of Greater Miami and the Beaches and prior to that was the CEO of the Wichita (KS) and Topeka Board of Realtors® for 10 and 17 years respectively, with similar responsibilities to her position at SAR. She received her BS degree from Friends University and a Certificate for Nonprofit Management from Duke University.
Sarasota Realtor® Magazine
SEPTEMBER 2014
11
Property Appraiser
Portability: Upsizing, Time Limits It’s been over 6Downsizing, years since the majority of Floridians who voted on January 28,
Portability – Upsizing, Downsizing and time limits
2008, approved amendment to the Florida ByanBill Furst, GRI, CRS, CRBConstitution that instituted Portability, or Sarasota the abilityCounty of a homesteader transfer all or some of their Save Property to Appraiser Our Homes Cap It’s on their previous homestead to new homestead anywhere been over six years since theamajority of Floridians whoelse in Florida. Andvoted still, questions linger if the queriesan I get from Realtors® and the on Jan. 28, 2008, approved amendment to the Florida that instituted Portability, thespace ability a general publicConstitution are any indication. This month, I am usingorthis to of provide to transfer all or some their Save Our Homes Cap answers to thehomesteader most frequently asked questions I’veofreceived recently.
I
Constitutional Articles, Statutes, and Rules related to Save Our Homes and Portability. Article VII, Section 4, Constitution of the State of Florida: Limits the amount a homestead’s assessed value can increase to no more than 3% or the increase in the Consumer Price Index and some or all of a prior homestead’s Save Our Homes Cap may be transferrable to a new homestead.
on their previous homestead to a new homestead anywhere else Florida. lingertoifanother? the queries I get from Do I get tointransfer myAnd taxesstill, fromquestions one property Section 193.155 Florida Statutes: Realtors® is and general indication. month, o No, Portability thethe transfer of public some orare allany of the Save OurThis Homes Cap Implements Article VII, Section 4, and lays I am using this space totoprovide answers to the frequently out the situations governing the transfer of on your previous homestead a new homestead, not most your tax liability. asked questions I’ve received recently. homestead assessment difference – commonly referred to as Portability. Do I get for to transfer taxes from one property to another? Is there a deadline filing for my Portability? No, Portability the transfer of homestead some or allwithin of thetwo Savetax Our Rule 12D-8.0062 Florida Administrative o Yes, a homeowner mustisestablish a new years Homes Cap on your previous homestead to a new homestead, not Code: Sets the rules that must be followed of leaving a previous homestead, NOT twenty-four months from the your tax liability. when administering the provisions of date of sale or move-out. For example, if you move from or sell your Florida Statutes governing the Save Our Is there a deadline filing for Portability? current homestead at anyfor time in 2014 you have until January 1, 2016 to Homes Cap. Yes, a homeowner establish a newofhomestead two establish a new homesteadmust and take advantage portabilitywithin – whether tax years of leaving a previous homestead, NOT twenty-four 12DER 12-08 Florida Department of you move on January 2nd or December 31st of 2014. Revenue: interim rules governing months from the date of sale or move-out. For example, if you procedures and limitations pertaining to move from or sell your current homestead at any time in 2014 How muchyou of my previous Save Our Homes Cap can I transfer to my new Portability until permanent rules are have until January 1, 2016 to establish a new homestead and published. homestead? take advantage of portability – whether you move on January 2nd o If theor just value of your homestead, as reported by the Property December 31stnew of 2014. Appraiser of January of the tax yearOur for which arecan applying for to Howas much of my 1previous Save Homesyou Cap I transfer Department of Revenue Forms applicable you new homestead, is the same or greater than the just value of your my new homestead? to Portability previous in the year in which you moved from or sold that If homestead the just value of your new homestead, as reported by the DR501T: Transfer of Homestead property, (within the priorastwo tax years), you of theyou Property Appraiser of January 1 of themay taxtransfer year forallwhich Assessment Difference – Attachment to Save are Ourapplying Homes Cap, a maximum of $500,000) to your new than for (up yourtonew homestead, is the same or greater Original Application for Homestead Tax the just value of your previous homestead in the year in which homestead. Exemption filed by property owner. you moved from or sold that property, (within the prior two tax DR501TS: Designation of Ownership youofmay all of the isSave Cap, (up to a o If theyears), just value yourtransfer new homestead lessOur thanHomes the previous Shares of Abandoned Homestead – maximum $500,000) tohave yourtonew homestead. homestead’s justofvalue then you do some simple arithmetic. Affidavit filed by married persons If the just value of your new homestead is less than the designating specific shares in a Save Our previous value thenprevious you have to do some First, dividehomestead’s the assessedjust value of your homestead by simple that Homes Cap. arithmetic. property’s just value. The result is the proportion that will be DR501RVSH: Certificate for Transfer of maintained on yourthe new homestead, (if the market value - First, divide assessed value of yourassessed previoustohomestead by Homestead Assessment Difference – form thatisproperty’s The result is the proportion that will ratio 50% on thejust oldvalue. homestead then the assessed to market value used by the Property Appraiser to report be maintained on your new Save Our Homes Cap information to the ratio on the new homestead willhomestead, be 50%). (if the assessed to market Property Appraiser in another county value ratio is 50% on the old homestead then the assessed to when a former homesteader in Sarasota market value ratio on the new homestead will be 50%). Second, multiply the just value of your new homestead by that ratio. County moves to another county and files Second, multiply the just value. value of your new homestead by that The -result is your new assessed for homestead in the new county. ratio. The result is your new assessed value. Third, subtract the new value from new property’s - Third, subtract theassessed new assessed valuethe from the new property’s market just value andand youyou have your newnew SaveSave OurOur Homes Cap. ItCap. will market just value have your Homes For more information please contact For more willthan be less thebut oldthe oneproportion but the proportion of just to beItless the than old one of just to assessed value information, assessed value will be of preserved. With, of course, exception: the Property appraiser’s office at will be preserved. With, course, one exception: Theone $500,000 contact the The $500,000 transfer limit still applies. PA@SC-PA.com or 941.861.8200. transfer limit still applies. Property The variations on theseare basic questions only by The variations on these basic questions limited only byare thelimited number of unique Appraiser the number property us a call, property scenarios. Give usofa unique call, send an emailscenarios. or stop byGive our offices andsend we’ll Bill Furst’s an email or stop by our offices and we’ll walk you through the walk you through the process to determine what your Save Our Homes transfer office at benefit will be.process to determine what your Save Our Homes transfer benefit 941.861.8200. will be. 12
SEPTEMBER 2014
Sarasota Realtor® Magazine
www.sarasotarealtors.com
SAR Committee Signup Fair Set Sept. 29th The Sarasota Association of Realtors® has planned a fun, innovative event to highlight and promote this year’s SAR Committee signups. The event - the SAR Committee Fair - will be held Monday, Sept. 29th beginning at 5 p.m. in the main auditorium, and will provide an excellent opportunity for members to learn all about the various committee volunteer opportunities, and how to network and integrate with the local trade association. The brainchild of Darla Furst and the SAR Communications Committee, the event has the theme “The Magic of Relationships.” Finger food and beverages will be provided. Participants will be entertained at 5:20 p.m. by well-known corporate magician and entertainer Gary Roberts. You won’t want to miss the great illusion Gary has planned! The 2015 committees include: Affiliate; Communications; Community Outreach; Finance; Global Business Council; Green Realtors® Alliance; Grievance; Member Benefits; Nominating; MLS Express; Professional Development; Professional Standards; Public Policy; RPAC (Realtor® Political Action Committee); SARPAAT (SAR Political Action Advisory Trustees); Realtor®-Attorney; and Scholarship. “We are looking forward to a big crowd, and members of the 2014 committees will be on hand to explain how their committee fits into the SAR organization.” said Darla. “Having Gary Roberts perform is a tremendous plus, and should make for an incredible evening.” There is no cost for the event, but please register at www.sarasotarealtors.com so we have can estimate the food and drink requirements.
Sarasota releases flood plain information Current flood plain information may be obtained from the City of Sarasota Building, Zoning and Code Enforcement Department. They can provide the following information: • Community Number • Panel Number • FIRM Suffix • Date of the FIRM’s Index • The FIRM Zone (e.g. “A,” “C,” “V,” etc.) • Base Flood Elevation (BFE) • Copies of Elevation Certificates for those structures that
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have been required to provide them. Federal law requires that a flood insurance policy be obtained as a condition of a federally backed mortgage or loan on properties in special flood hazard areas (SFHA). There is a 30-day waiting period before a flood insurance policy takes effect. City of Sarasota officials are prepared to meet and discuss any flood plain related questions or problems you may encounter. You can reach the department by calling 941954-4127 or by writing to: City of Sarasota, Attention: Zoning Division, P.O. Box 1058, Sarasota, FL 34230-1058. Please visit www.sarasotagov.com for more information.
Sarasota Realtor® Magazine
SEPTEMBER 2014
13
The groundbreaking for the new SAR-Habitat Team Build was held on Aug. 7th at 2944 Sterling Lane, and the first project date has been set for Saturday, Sept. 13th at 7:30 a.m. with a wallraising planned.
SAR-Habitat Team Build slated to begin Sept. 13th
The next SAR-Habitat for Humanity Team Build project starts with a wallraising day on Saturday, Sept. 13th at 2944 Sterling Lane, and our members are encouraged to volunteer and participate in this exciting venture. This year, SAR donated $10,000 toward the project, from the organization’s Affordable Housing Fund, administered through the Community Foundation of Sarasota County. This is the fourth consecutive year that SAR has sponsored a Team Build, and so far $85,000 has been contributed to help make the dearm of home ownership come true for deserving families in our area. The project is under the wing of the SAR Community Outreach Committee, chaired by Roxanne Foley. This year, the committee has been joined by the fledgling Suncoast Regional Young Professionals Network, and the group will supply volunteers to work on the project to its conclusion early in 2015. SAR members will work side by side with Joann Robinson, the new Habitat homeowner who was selected to receive the low-interest loan, which is contingent on her volunteerism with the Habitat organization. Robinson said she is thrilled to finally be on the verge of owning her own home, and she looks forward to hosting her children and nine grandchildren at family gettogethers. “This is truly a dream come true - I just can’t believe it sometimes!” said Robinson as she awaited the start of the groundbreaking ceremony on Aug. 7th. To sign up and give volunteer hours, simply visit www.sarasotahabitat.org and look for the Volunteer Up button. Then, go to the SAR project page, 2944 Sterling Lane.
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SEPTEMBER 2014
Sarasota Realtor® Magazine
www.sarasotarealtors.com
P
Property sales cool off slightly in Sarasota County
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Property sales in Sarasota County almost reached the 1,000 level for the fifth straight month in July 2014, falling just short at 928 closed transactions. In the county’s history, only once has such a five-month hot streak been accomplished – from March through July 2004 – falling just short this year and in 2005. The breakdown for closed sales in July this year was 643 single family homes and 285 condos sold, according to figures released by Florida Realtors®. Closings were off 11.4 percent from last month (June), when they hit 1,048, and down about 4 percent from July 2013, when there were 969 closings. Sales the first seven months of 2014 remain ahead of the near record sales pace of 2013, an historic year for property sales in the county with the second highest number of sales in SAR’s 91 year history. The first seven months of 2014 saw 6,875 sales, compared to 6,786 last year at this time. The median sale price for single family homes stood at $201,000 in July 2014, and the condo median was $205,000. Last month, both were at $195,000 – reflecting a 5.1 percent increase for condos and a 3 percent increase for single family homes. The median sale price for single family homes was about 6 percent higher than the July 2013 figure of $189,900. The major change was July’s condo median price, which was 29 percent higher than last July’s figure of $159,000. “For the past several years, we’ve seen reductions in July sales numbers, so this is not a surprise,” said Sarasota Association of Realtors® President Peter Crowley. “What is surprising is that July was the first month in six years that we’ve seen both property categories – single family and condos – top the $200,000 median sale price level. The last time that occurred was in August 2008. We may have reached new balanced, sustainable price points in the market.” Distressed sales remained far below the levels experienced four years ago, indications of a strong market www.sarasotarealtors.com
“All the numbers point to a very healthy 2014 for Sarasota County real estate.” - SAR President Peter Crowley returning to historic norms. In July 2014, 19.5 percent of total sales were short sales or foreclosure sales. This was down slightly from the 20.1 percent figure in June 2014. Last July, the figure was 24.9 percent, reflecting a major improvement year over year. The median sale price for the 12-month period ending in July, which moderates monthly swings, was $189,000 for single family homes, about 11.2 percent higher than the previous 12-month period. For condos, it was $176,000, up 10.6 percent over the previous 12-month period. Pending sales remained strong in July 2014, hitting 834 after last month’s total of 901. This should translate to sales in August coming in slightly below the July numbers. Last July, pending sales were at 849 and sales in August 2013 were at 957. Inventory levels dropped below 4,000 in July 2014 to 3,912 from the June figure of 4,196, a fairly significant one month decline of 6.7 percent. Last July, inventory stood at only 3,747, the low point in the recent market and about 4
the
percent lower than the current level. The month’s supply of inventory stood at 4.4 for single family and 3.8 for condos. Last month, those figures were 4.6 and 4.2 respectively, and last year at this time they were 4.1 and 4.2 respectively. “We remain statistically in a seller’s market, with low inventory and prices on the rise,” said Crowley. “All the numbers point to a very healthy 2014 for Sarasota County real estate.”
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Sarasota Realtor® Magazine
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SEPTEMBER 2014
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Sarasota MLSSM Statistics - July 2014 Single Family
Unit Sales
Condo
800 700 600 500 400 300 200 100 0 Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Dec‐13
Jan‐14
Feb‐14
Mar‐14
Apr‐14
May‐14
Jun‐14
Jul‐14
Single Family
Median Sale Price
Condo
$250,000 $200,000 $150,000 $100,000 $50,000 $0
Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Dec‐13
Jan‐14
Feb‐14
Mar‐14
Single Family
Average Median DOM Sale Prices
Apr‐14
May‐14
Jun‐14
Jul‐14
Median Last 12 Months
Months of Inventory
Pending Reported
%Pending
# New Listings
% Price Original
$201,000
$189,000
4.4
593
21.5
813
92.2
89
$189,900
$170,000
4.1
599
24.2
808
93.4
24.8
78
$195,000
$189,000
4.6
627
21.4
772
91.9
‐
80
$194,990
‐
‐
4,839
‐
6,482
‐
#Active #Sold
%Sold
This Month
2,765
643
23.3
89
This Month Last Year
2,478
684
27.6
Last Month
2,927
727
YTD
‐
4,648
Statistics were compiled on Sarasota County properties in the MLS as of Aug. 15th, 2014. Single-family statistics are
tabulated using the property style single-family home. Median sales price is the middle value, where half of the homes sold for more, and half sold for less. Listings sold were closed transactions during the month.
Source: Sarasota Association of Realtors® 16
SEPTEMBER 2014
Sarasota Realtor® Magazine
www.sarasotarealtors.com
Sarasota MLSSM Statistics - July 2014 Single Family
Inventory
Condo
4,000 3,000 2,000 1,000 0 Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Dec‐13
Jan‐14
Feb‐14
Mar‐14
Apr‐14 May‐14
Jun‐14
Jul‐14
Single Family Condo
Pending Sales 900 800 700 600 500 400 300 200 100 0 Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Dec‐13
Jan‐14
Feb‐14
Mar‐14
Apr‐14
May‐14
Jun‐14
Jul‐14
Condo This Month This Month Last Year Last Month YTD
#Active
#Sold
%Sold
Average DOM
Median Sale Prices
Median Last 12 Months
Months of Inventory
Pending Reported
%Pending
# New Listings
% Price Original
1,147
285
24.9
84
$205,000
$176,000
3.8
241
21.0
283
92.3
1,269
285
22.5
101
$159,000
$159,000
4.2
250
19.7
340
92.0
1,269
321
25.3
94
$195,000
$173,500
4.2
274
21.6
296
91.9
‐
2,303
‐
90
$182,000
‐
‐
2,253
‐
2,776
‐
Statistics were compiled on Sarasota County properties in the MLS as of Aug. 15th, 2014. Condo statistics include condo, co-op, villa and townhouse. Pending sales are sales where an offer has been accepted during the month, but the sale has not yet closed. DOM indicates the average number of days that sold properties were on the market before a contract was executed.
Sarasota Association of Realtors® MLS www.sarasotarealtors.com
Sarasota Realtor® Magazine
SEPTEMBER 2014
17
Commercial Investment Division
CID Charity Golf Tournament Set Oct. 27
13th Annual CID Charity Golf Tournament & Reception Date: October 27,2014 Location: The Founder’s Club, 9000 Fruitville Road, Sarasota, FL 34240 8-10 a.m. Sign-In and Chef Attended Breakfast 10 a.m. Shotgun Start (Chef attended lunch provided throughout course) 3 to 5 p.m. - Reception and Raffle prizes (Cash bar open 3 p.m.) CID will once again host the 13th annual Golf Tournament on Monday October 27, 2014. The tournament proceeds will benefit the Season of Sharing
CID Monthly Meeting Schedule
Commercial Marketplace Sessions Increase visibility for your properties, learn of new opportunities, and exchange information with commercial professionals. Deals are made at these sessions. 1st, 2nd & 4th Fridays at the SAR Auditorium 3rd Friday at the MAR offices The monthly general meeting (3rd Tuesday) includes a Marketplace session, giving members at least five opportunities each month to promote their listings and network with fellow members.
Officers:
Lori Hellstrom, 2014 CID President 18
which helps individuals and families on the verge of homelessness who reside in Sarasota County. Platinum Sponsor: BMW of Sarasota; Gold Sponsors: Achieva, Synovus Bank; Silver Sponsors: Ross Realty, Bay Cities Bank, Sabal Palm Bank; Coldwell Banker Commercial NRT; Beverage Sponsors, BerlinPatten, Osprey Real Estate Services; Hole Sponsors, Liberty Savings Bank, Gateway Bank, Innovative Agent Services, First American Bank and Florida Business Opportunities. Sponsorships are still available - just visit: www.commercialsarasotarealtors.com
CID General Membership Meeting - Tuesday, Sept. 16th, 8 a.m. - “Downtown Horizons” - The Francis, 1289 N. Palm Ave. - CID Members Only
2014 CID Officers & Directors
President: Lori Hellstrom, Osprey Real Estate Services President-Elect: Tim Mapp, Mapp Realty Vice-President: Tony Veldkamp, Sperry Van Ness Secretary: Ron Struthers, Coldwell Banker NRT Treasurer: Dave Roth, RE/MAX Alliance Group Past President: Linda Emery, Sperry Van Ness SEPTEMBER 2014
Commercial Marketplace Sessions - Friday, Sept. 5th, 9 a.m. - SAR Auditorium, 2320 Cattlemen Road, Sarasota - Friday, Sept. 12th, 9 a.m. – SAR Auditorium - Friday, Sept. 19th, 9 a.m. – MAR, 10920 Technology Terrace, Lakewood Ranch, FL - Friday, Sept. 25th, 9 a.m. – SAR Auditorium
Directors: Rico Boeras: Sarasota Commercial Realty (3 years - 2016) Charlie Brown: Insignia Bank (3 years - 2016) Susan Goldstein: Michael Saunders & Company (2 years 2015) Roberta Kolton: Michael Saunders & Company (2 years 2015) Peter Skokos: Norton Hammersley (1 year - 2014) Joe C. Hembree: Hembree & Company (1 year - 2014)
Sarasota Realtor® Magazine
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Education Programs
Boot Camp returns in September Title: Realtor® Boot Camp Location: SAR, 2320 Cattlemen Road, Sarasota Dates/Times: Sept. 9, Sept. 10, Sept. 11 and Sept. 17, 1 to 3 p.m. Cost: $10 per session Mining for Gold Sept. 9 Instructor: David Clapp, RE/MAX Alliance Group Practical pointers for obtaining hardto-find information; learn how to be a buyer sleuth and find the need-to-know answers; listing agents will learn how to use the BEST tool possible (MLS entered data) to sell their listings. Knowledge Is Power: Navigate Contracts with Confidence and Competence - Sept. 10 Instructor: Paul Blucher, Esq. Spend two hours and get a shot of contract power from an experienced attorney!
Simplifying Your Success Sept. 11 Instructor: Alex Krumm, RE/ MAX Alliance Group Secrets that work! We have a collection of the best tips to amplify your skill, while simplifying your work! Efficiency is key and you will learn top tips and tricks. Mission accomplished if you leave with even a few new tips to help your success! Professional and Profitable - Sept. 17 Instructor: Denise Oyler, Rosebay International, Inc. Learn how to put the whole package together: customer service, communication and lead conversion; learn how to divide your time and attention to get the most bang for your buck.
Selling Green: Learn about the Value Proposition
A seminar and open house to learn about and preview “Green” homes will be offered on Friday, Sept. 19, 2014 from 2 to 6 p.m. at Lakewood Ranch Town Hall, 8175 Lakewood Ranch Blvd., Bradenton. The forum and open house are free and open to all. The seminar portion is 2 to 4 p.m. and the Green Model Homes Tour will be held in Country Club East, Haddington, Lakewood Ranch from 4 to 6 p.m. Refreshments will be provided! Organizing the forum are - Kristin Triolo, Chair, Green Realtors® Alliance of Sarasota P- eggy Christ, Chair of Manatee Association of Realtors®’ Green Committee - David Consbruck, Vice Chair, Green Realtors® Alliance of Sarasota
Debbie Smith, CEO, Two Trails, will walk you through the process of obtaining the different levels of Florida Green Building Coalition certifications. Lakewood Ranch has been designated as the largest green-certified community in the U.S. Following the 2-hour seminar, you are invited to take a short hop over to the Haddington community in Country Club East where a number of model homes will be open. There, you will be furnished with all the green specifications for that particular model, which range from the basic green certification all the way to the Platinum level. Bring your business cards to enter drawings for prizes! SAR Members, register online at: www.sarasotarealtors.com. Others, please email catherine@sarasotarealtors.com, or call 941-952-3404.
FR/BAR Contract for Sale & Purchase: What you should know Catherine McCaskill, Professional Development, can be reached at 941.952.3404
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In September 2013, a new Florida Realtors®/Florida Bar-2 (FR-BAR-2) contract replaced the existing contract from 2010. The new contract has some significant changes you should be aware of, especially since it has become the contract of choice for many companies and agents over the years. These changes include: - Property Description SEPTEMBER 2014
- Occupancy and Possession - Leased Properties - Financing, Flood Zones and FIRPTA Get the scoop on all the changes on Wednesday, Sept. 17th from 9 to 11 a.m., for a cost of $10 for SAR and SCBA members, and $15 for others. Instructors will be Julie Horstkamp and David Clapp.
Sarasota Realtor® Magazine
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Become an expert in the luxury market
Title: Certified Luxury Home Marketing Specialist Dates/Time: March 24-25, 2015 at 8:30 AM Early Bird Cost: $495 (by Oct. 15, 2014 - $550 after) Training for the Certified Luxury Home Marketing Specialist designation is designed to help sales professionals who currently work in the upper tier move to the next level, or to help beginners target the luxury market Learn what wealthy buyers and sellers say are the “real secrets” to capturing their business and delivering outstanding service. This intensive two-day CLHMS training is the first step in earning the coveted CLHMS designation. Upon completion of the training you will become a Member of The Institute. Members of the Institute are part of an exclusing, international network of active luxury agents and enjoy a host of valuable benefits and discounts. Register at: www.luxuryhomemarketing.com/Sarasota
CONGRATULATIONS! Dedication and hard work pay off!!
We congratulate our members who have successfully completed the Short Sales & Foreclosure Resource (SFR), Green Designation (Green), Certified International Property Specialist (CIPS) and Broker Price Opinion Resource Certification (BPOR). SHORT SALES & FORECLOSURE RESOURCE (SFR) William R. Flynn RE/MAX Superior Properties GREEN DESIGNATION (GREEN) Karen F. Sweat Keller Williams Realty Select CERTIFIED INTERNATIONAL PROP. SPEC. (CIPS) Susanne L. Dachs RE/MAX Fine Properties Mary Lou Spinelli Wagner Realty Deborah M. Beacham Michael Saunders & Company Angela Diaz Gonzalez Exit King Realty BROKER PRICE OPINION RESOURCE CERT. (BPOR) Joyce M. Steward Joyce M Steward RE Broker Karen J. Schwartz Prime Residential Brokers
Real Estate Closings, Title Insurance, Short Sales and Timeshare Lien Litigation
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Sarasota Realtor® Magazine
SEPTEMBER 2014
21
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Improve your basic MLS skills in September
Pre-registration is required for all MLS classes at the web site gopherit.mfrmls.com. All classes are hands-on in the SAR Technology Center (except for Entering and Updating). Registration is limited to 18. Please be sure that you will attend if you reserve a spot! If you need to cancel, please call MFRMLS at 800.686.7451 (not SAR). Searching in Matrix (Lab) Sept. 4 or Sept. 18, 9 to 10:30 a.m. You will learn how to perform Quick, Detailed, and Speed Bar searches in Matrix. The Quick Search gives you basic default fields within each listing type. Detailed offers more options and allows you to add additional search fields. The Speed Bar uses specific key words and abbreviations to search for listings, open houses, agents, and offices in a single search field. You will also learn how to search by map and print and email search results. Matrix Auto-Emails & Concierge (Lab) Sept. 4, 11 a.m. to 12:30 p.m. You will learn how to send a search to a contact by either using autonotification email directly to the contact or Concierge Mode, which allows you to preview and approve properties before they are sent to your contact. You will also learn where to find and manage all of the emails you send from Matrix Realist Sept. 4, 1:30 to 3:30 p.m., or Sept. 18, 1 to 3 p.m. Realist is a public-records database that provides in-depth property and ownership data, market information, street and aerial maps (including interactive, advanced mapping features), as well as market trends. Realist will provide many businessenhancing features. MLS Basic Sept. 9 or Sept. 30, 9 a.m. to Noon
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Mandatory session for all new users, to be completed within 60 days of joining. This class will teach both new and returning agents the basic functionality including search, printing and emailing. You will also learn about additional resources and member benefits provided by My Florida Regional MLS, and more. The class is also available online at: http://mfrmlsuniversity.com at your convenience.
MLS (but all agents are welcome to attend!) You will be taught how to input and modify listings, enter photos, and add attachments along with valuable tips and techniques. This class is available through live webinars or you may attend at SAR. • Profile Sheets • Adding listing information to MLS • Adding Photos, attachments and open houses • ShowingTime and Virtual Tours
MLS Compliance 101 Sept. 9 or Sept. 30, 1 to 2:30 p.m. This is a mandatory class for all new members to be completed within 60 days of joining. Existing members must complete the class every two year period, current period May 1, 2012 – June 30, 2014. In this class you will learn about the My Florida Regional MLS Rules and Regulations and compliance procedures for accurately listing properties in the MLS Database, along with additional educational materials available on MFRMLSUniversity.com. • Rules and Regulations • Profile Sheet Terms
The Mobile Agent (Lab) Sept. 18, 11 a.m. to Noon This class will provide you with resources and member benefits that help you become the Agent on the Go! • DocBox to go • My MLS APP/ my-mls-app.com • RBI mobile • Real Estate apps – flipboard, hootsuite, drop box – and other apps. Apps may vary depending on user’s mobile device.
Adding/Modifying Listings Sept. 9 or Sept. 30, 3 to 4:30 p.m. This class is mandatory if you will be adding and modifying listings in the
Sarasota Realtor® Magazine
Advanced Map-Based Searches Sept. 18, 3:30 to 4:30 p.m. Learn about navigation and basic functionality in the new Matrix system - searching, adding contacts, auto e-mails, hotsheets, and CMAs. This course does not qualify for any required MLS class.
SEPTEMBER 2014
23
*Up to 10 platinum coins can be turned in a doubled, not to exceed a total bonus commission of $10,000. Available only on select inventory homes. Coins may be turned in on any contract through September, 30, 2014 through medallion’s regular Platinum Coin Program.
MyGreen Buildings; Jack Cox, The 2014 Sarasota Association of Halfacre; Roland Nairnsey, Realtors® International Real Estate London Bay Homes Conference is set for Wednesday, - International Impact on Sept. 24, at SAR Headquarters, 2320 Business Development in Cattlemen Road, Sarasota 34232. The Sarasota, Mark Huey, CEO, event will be held from 9 a.m. to 4 p.m., Economic Development with lunch and networking reception Corporation after. - EB-5 Regional Center Register now for the annual signature Program: Opportunities for program of the SAR Global Business Realtors® with Foreign National Council. Clients, RJ de Varona, CFO, The Cost is $30 for Global Business Council Solution Group, EB-5 Regional members, $50 for non-Global Business Center, Miami, FL Council members (includes continental - Top Technology Tools for Harold Bubil breakfast, lunch and reception with wine Today’s International Real Estate and hors d’oeuvres. With a limited capacity, Agent with CRB instructor John and the GBC membership exceeding that capacity, the Mayfield event will be a sell out, so don’t delay - register today! - Jean Maday, Development Manager, Commercial “Don’t bet against Florida!” Those were the words & Global Services, National Association of of Dr. Lawrence Yun several years ago when our real Realtors®. Jean is responsible for developing strategies estate market was in decline. He was right! So don’t to promote NAR’s programs and services that benefit miss our industry’s premier economist’s presentation commercial practitioners. She is the primary voice on Sept. 24! There is something for everyone in the representing NAR Commercial in various social media program: residential, commercial, green, global and channels, and has helped people from across the technology. Speakers and topics include: country connect and build their business networks. For more information on registration or sponsorship - Economic Update - Dr. Lawrence Yun, Chief opportunities, contact Catherine McCaskill at 941Economist for NAR 952-3404 or Catherine@sarasotarealtors.com. - The Market from a Builder’s Perspective Moderator Harold Bubil, Herald Tribune Real More info is available at www.sarasotarealtors.com/ Estate Editor. Panelists include builders Steve Ellis, about/international.cfm www.sarasotarealtors.com
Sarasota Realtor® Magazine
SEPTEMBER 2014
Global Business Council
International Real Estate Conference Set Sept. 24th
25
Encourage, Empower, Elevate!
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“Encourage, Empower, Elevate” is the theme for the 2014 Annual Women’s Council of Realtors® Fashion Show on Wednesday, Sept. 17th at 11 a.m. We have chosen this theme to tie in with the charity that has been chosen which is Mothers Helping Mothers. Since 1990, Mothers Helping Mothers, Inc., an all volunteer notfor-profit organization, has been providing basic necessities such as clothing and baby items free of charge to families in need. All items are donated or purchased through grant funding or private contributions and are provided free of charge to their clients. Through their storefront location, they help over 6,000 families in a single year. These families represent more than 9,500 children, and the numbers are continuing to grow, because the need is so great. Family members willing to wait in line and provide basic information are allowed three visits per year. They can pick out up to 15 outfits for each child in their family. With an all-volunteer staff of approximately 20 core volunteers, the organization currently serves an average of 6,700 families annually. Clothing is also available for adults. Volunteers working with the founders, Terri Stottlemyer and Madeline Brogan help support mothers looking for work with business type clothing and personal assistance in getting out of a dead end situation. Through individual donations or grants, Mothers Helping Mothers is also able to provide occasional emergency assistance to families in crisis that might need their electricity turned back on or rental assistance to avoid eviction. This helps families stay in their homes and perhaps end the downward spiral that such an event can cause. Women’s Council of Realtors® donates a portion of
the Fashion Show Fund Raiser to a charity every year. Along with the monetary donation going to Mothers Helping Mothers this year we are also collecting some of the most needed items which are diapers and wipes for children and feminine hygiene products for the mothers. A receptacle will be at the Polo Grill for donations from those attending the Fashion Show. Tickets are going fast. Last year we sold out weeks before the date. Purchase your tickets today. And bring your donated items for Mothers Helping Mothers. You will have a great time, eat great food, and support a great organization. There will be shopping and wonderful silent auction items. So mark your calendar! INVEST IN YOURSELF. We welcome guests and hope that you can plan a visit to one of the next Business Resource meetings. The following is a schedule of meetings for the rest of the year (Meetings are 11 a.m. - 1:15 p.m.): September 17 - Fashion Show - Polo Grill - The Oaks Club October 8 November 14 - Lakewood Ranch Country Club December 12 - Bird Key Yacht Club Please contact Tina Darling at TinaDarling@ Comcast.net or Kristin Triolo at Kristin.triolo@gmail. com for more information or to make a reservation.
2014 Leadership Team
Susan Phelps WCR President
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Susan Phelps President Berkshire Hathaway Florida Realty Phone: 941-906-7653 sarasotasuze@gmail.com
Tina Darling Membership/Marketing Chair Innovative Agent Services Phone: 941-921-5027 tina@floridaassistant.com
Rebecca Dalton Secretary Lakewood Ranch Communities Phone: 941-556-2515 rebecca.dalton@lakewoodranch.com
Kristin Triolo President-Elect Sarasota Homes International Phone: 941-725-2486 kristin.triolo@gmail.com
Alfredda Smith-Odato Treasurer RE/MAX Alliance Group Phone: 941-360-7777 fred@alfredda.com
Jacqueline Abney Corresponding Secretary Berlin Patten Phone: 941-954-9991 jabney@berlinpatten.com
SEPTEMBER 2014
Sarasota Realtor® Magazine
www.sarasotarealtors.com
Editor’s Note: One of the goals in SAR’s 2014 Strategic Plan is to increase the professionalism of our members so they are recognized as true professionals and trusted advisors. Pathways to Professionalism is the National Association of Realtors® voluntary guide to professional courtesy, originally created in 1998. Each issue of the magazine will include a column to increase members’ awareness of the key concepts in the document. Article 10 – Duties to the Public – Fair Housing This month, we will review Article 10 of the Code of Ethics. This particular article specifically addresses Fair Housing practices. Realtors® shall not deny professional services to or discriminate against any person for reasons of race, color, religion, sex, handicap, familial status, national origin, sexual orientation or gender identity. Whether involved in a sale or lease of a property, it is important to remember that there are certain questions that may not be asked of a prospective buyer or tenant. Has a Seller or Landlord ever asked you if the prospect is married? Do they have children and what age? Where they are from? These questions are more common than you think. The intent of the questions may seem innocent, but they still may form the basis for a fair housing violation. We all want to be friendly, answer questions to form relationships, and be helpful. That is where the trouble can start. The advice here is to remember that you can talk “about the property” and not “about the people”. This is true for advertising as well. If you live by this guideline, you will find it much easier to avoid the easy trap of answering what appears to be a www.sarasotarealtors.com
simple question. Not only it is a violation to answer these questions, it is also a violation to volunteer this information. One example of volunteering the information is: “I have this lovely single mother with a 9 year old boy who would love your swimming pool and has a small dog.Do you accept pets?” What you can say is “I have a prospect interested in your home. The pool is a plus, and they have a small dog. Do you accept pets?” See, it seems acceptable to share that the child would like their pool but it is really irrelevant and could be a violation. How do you reply to an enthusiastic seller who asks “So where are these guys from?”Did you tell them that we have a great group of Chinese families that live here and they invite us frequently to enjoy their home cooked meals? An appropriate response might be, “I’ll be sure to tell them that you are happy living here and like your neighbors, but please know due to fair housing laws, I cannot discuss where folks come from or specific ethnicities.” Don’t be afraid to share with the seller or landlords that Realtors® have rules to abide by. It is important to know that you may provide demographic information that is needed to assist with or complete a transaction or professional assignment. A relocation prospect may want to know more about employment opportunities, demographics, etc. You can refer them to a website like Sarasota County EDC’s site or print out the ‘Fast Facts’ for them. The facts must be from a reliable impartial source with reasonable and accurate detail. Being the source of the source is always the recommended path. Remember to talk “about the property” and not “about the people” and to avoid any chance of violating the Fair Housing laws.
Sarasota Realtor® Magazine
SEPTEMBER 2014
Pathways to Professionalism
Fair housing practices are vital in real estate
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Tech Expo: Major real estate technology event Oct. 8 Event: SAR Tech Expo Date/Time: October 8, 2014 11AM networking/ luncheon, 12-5PM breakout sessions Location: SAR, 2320 Cattlemen Road, Sarasota, FL Register now at www.sarasotarealtors.com
“Tech Expo 2014: Using The Internet To Create Personal Relationships (or, Real Estate - The Easy Way)” Be where the customers are! It’s not just that buyers and sellers are using the internet to find agents - it’s getting to a point where they’re JUST using the internet to find agents! This comprehensive course of action will show you how to generate enormous web traffic and turn you into a walking, talking sales machine. Realtors of all skill levels will learn innovative, insightful, and easy-to-implement systems to work with the 21st century customer from successful agents who practice what they preach. Step 1. Create the Leads You won’t be successful in this business unless you can generate leads! William True of True Real Estate will discuss guerrilla tactics to ‘hit the ground running’ so you can start making money NOW, while Barry Grooms of
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SEPTEMBER 2014
RE/MAX Alliance Group will give an electric presentation on using blogging to become the go-to agent for your area in the least amount of time possible with the least amount of resources. Step 2. Work the Leads SAR’s own Christina Pitchford of Allen Real Estate will lead a hands-on workshop on converting internet leads into real buyers and sellers. This isn’t your everyday real estate class - get training from a bonafide internet ninja with role playing, effective scripts, and all around good times! Step 3. Turn Your Leads Into Customers For Life Brian Pesin of Contactually will be flying in specially from California to show you how to easily and effortlessly build the single most important tool you have at your disposal: your database! Integrate Facebook, LinkedIn, GMail, and more into a simple, easy-to-use interface that is guaranteed to blow your mind (and blow UP your bank account). Amy Smythe Harris of Urban Provision Realtors will show you how social media can become your favorite lead cultivation tool and revolutionize the way your business runs online.
Sarasota Realtor® Magazine
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GLOBAL From Page 6
ensure that you will receive the same level of service no matter where your next home is located. When you become a CIPS designee, you gain immediate access to business-enhancing products and services that are offered exclusively to CIPS designees. (If you are already a CIPS designee, access to your benefits is available via a private web page. Just email cips@realtors.org if you need the URL.) The CIPS course was offered to SAR members on June 2-6, and was well-attended. The course will be offered again in 2015 - watch for dates and times in the magazine and weekly emails. Also this year, the GBC offered area Realtors® several other educational opportunities, including International 101 in March, and International 301 in July. These courses also proved very popular, and will likely be repeated next year. The GBC, for two consecutive years, has been recognized as a Gold Council by NAR through the Global Business Council Achievement Program - one of only a handful in the nation. They hope to achieve the Platinum level this year. The Global Business Council is made up of members of the Association who realize that we live in a global economy and that working with international clients is a daily part of the real estate business. They understand the importance of being educated and informed about the issues that impact foreign buyers and sellers. We encourage our members and affiliate members to work together to build “teams” of experts to professionally assist with all aspects of these transactions. The Global Business Council provides education and business building opportunities. The Global Business Council was honored to be www.sarasotarealtors.com
GLOBAL
Achievement Program
2013
GOLD
named a Gold Council for the second year in a row by the National Association of Realtors® Members of the Global Business Council receive special faxes and e-mails about events, trade missions, opportunities, and issues that impact their international business. The mission of the Global Business Council is to provide networking, marketing, education and technological opportunities to its members in order to enhance their success in conducting business in a global real estate market.” All members of the Sarasota Association of Realtors® are invited to join the Global Business Council for the cost of $25 per member per year. Membership is now at 225 the highest in GBC history - and is expected to continue to grow in 2015. It’s easy to become a member by simply calling the Association. For information about the Global Business Council contact Catherine McCaskill at 941-9523404 or email: catherine@sarasotarealtors.com.
Sarasota Realtor® Magazine
SEPTEMBER 2014
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Membership News Dan Andrews, Membership Director, can be reached at 941.952.3408
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The Association is pleased to welcome new members!
Designated Realtors®
Bartholomew, Robert: RE Market Center RB Clark, Douglas: Exit Sunset Realty Inc. Ferrari, James: Real Florida Homes Realty LLC Gettel, Kelly: Auction World USA LLC Gray, William: Gray Appraisal Services Jordan, Yvonne: Landsafe/Bank of America Paterson, Maryellen: Premier Sotheby’s Intl. Realty
Trimpe, Rachel: Community Realty Services Trombley, Drew: Coldwell Banker Res R E Tsiperovich, Alice: Premier Plus Realty Van Arsdel, Lyna: Weichert Realtors Hallmark Pro Walters, Mariah: Kelly Gettel & Company PLLC Wheeler, Nicole: Premier Sotheby’s Intl. Realty Winsor, Traute: Premier Sotheby’s Intl. Realty Wrobel, Donna: Berkshire Hathaway HomeService
New Members
Now With ...
Ackley, Heather: RE/MAX Alliance Group Adkins, Bethany: Sunshine M.I.N. Bailey, Pamala: Town and Country Real Estate Barnett, Claudia: Premier Sotheby’s Intl. Realty Barshaw, Laura: White Sands Realty Group FL Berg, Matthew: Integra Realty Group Blank, Joshua: RE/MAX Tropical Sands Blosser, Gregory: EXP Realty LLC Brittain, Jeanne: Engel & Voelkers Anna Maria Carrillo, Cheryl: Private Wealth Realty Inc. Clark, Jon: Sun Realty Coppola, Bernice: Coppola Realty Culliton, Kristin: Atchley International Realty DeFazio, Mary Alice: Coldwell Banker Res R E Dinan, Robert: Bright Realty DiPinto, Rene: Ocean Real Estate LLC Dutton, John: Exit King Realty Fager, Emily: Keller Williams Realty Select Farrell, Brittany: Key Realty Furlan, Brandi: Keller Williams On The Water Hoffmann, Dale: Atchley International Realty Horvath, Sandor: Keller Williams On The Water Jacobs, David: Coldwell Banker Res R E Jeter, Kristina: GM Realty Group Johnson, David: Morgan Johnson Realty LLC Kaufmann, Rebecca: Wagner Realty Keener, Katherine: Century 21 Beggins Enterprises Keir, Robert: Keller Williams On The Water Kelly, Maureen: Boyd Cowper Lic R E Broker Koerber, Regina: Coldwell Banker Res R E Kuzmiski, Cara: Key Realty Lilly, Tayna: Bright Realty Mckee, Svitlana: Keller Williams On The Water McMahon, Kevin: Michael Saunders & Company Metzger, Gregory: RE/MAX Alliance Group Mihalak, Joseph: Allison James Estates & Homes Miller, Neenah: Keller Williams Realty Mooney, Sandra: Coldwell Banker Res R E Murdoch, Elizabeth: Keller Williams Realty Select Murphy, Veronica: Keller Williams On The Water Neubauer, Catherine: Answer Real Estate Ocasio, Joel: Allison James Estates & Homes O’Donnell, Brian: Keller Williams Realty Select O’Neil, Joyce: Premier Plus Realty Petrov, Christine: Coldwell Banker Res R E Resnick, Wendy: Sarasota Coast Realty Inc. Romeo, Alan: Exit King Realty Schultz, William: Rosebay International, Inc. Schulz, Jackee: Michael Saunders & Company Shanaberger, Frank: Murray Realty Shaw, David: Exit King Realty Skrzypkowski, Theresa: Action Realty of Sarasota LLC Sparks, Matthew: Exit King Realty Stolarczyk, Daniel: Coldwell Banker Commercial NRT Titus, Steven: Sanderling Real Estate SEPTEMBER 2014
Barr, David: Berkshire Hathaway HomeService Byrd, Susan: Premier Plus Realty Cadmus, Lacey: Premier Plus Realty Christner, Diane: Bright Realty Consbruck, David: Premier Plus Realty Crandall, Suzanne: DWELL Real Estate DeCastro, Julia: Sterling Realty Del Medico, Jayne: RE/MAX Alliance Group Driscoll, Lauren: Medway Realty Fox, Ana: Coldwell Banker Residential Re Free, Jeffrey: RE/MAX Alliance Group Gagg, Michael: Medway Realty Giarrano, Leonard: RE/MAX Alliance Group Gredzinski, Sabine: Exit King Realty Harris, Joseph: Keller Williams Realty Select Hartmann, Deborah: Capital Real Estate Enterprise Irenheim, Liselotte: Shore to Shore R.E. Jimenez, Abel: Atchley International Realty Kennelly, Brian: Starling Realty Inc Krijger, Claudette: Berkshire Hathaway HomeService Lamb, Samuel: Horizon Realty International Lezcano, Lana: Exit Sunset Realty Inc Miller, Lauren: DWELL Real Estate Moret, Javier: Dunham Calabrese Realty Inc Morrow, Barbara: Capital Investment Realty Svcs Pekarek, Benjamin: Exit King Realty Pillsbury, Robert: Michael Saunders & Company Putrino, Curtis: Bright Realty Roberts, Steven: RE/MAX Tropical Sands Rogier, Melissa: Relax Realty Group Inc Shane, Gail: New Home Star Florida LLC Souza, Tony: Premier Sotheby’s Intl. Realty Sweat, Karen: Keller Williams Realty Select Thompson, Lucas: SRQ International Realty LLC Tucker, Robert: RE/MAX Alliance Group Wery, Louis: Premier Sotheby’s Intl. Realty White, Deborah: Realty Partners LLC
New Affiliates
Apex Consulting Engineers PL 4315 53rd Avenue East Bradenton, FL 34203 Phone Number: 941-365-1900 Representative: Derek Newcomer Specialty: A Civil, Structural, and Geotechnical Engineering firm. We provide engineering services and inspections for a wide variety of projects throughout Sarasota and Manatee County ranging in scope from small residential additions to large commercial structures. Email: derek@apexengineer.com Charmley Photo & Marketing 6367 Jarvis Road Sarasota, FL 34241 Phone Number: 941-284-1632 Representative: Frank Charmeley
Sarasota Realtor® Magazine
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Specialty: Frank Charmley Photography & Marketing has been helping Real Estate Professionals agents for 25 years in our area and throughout the country. It has been such a Win-Win situation that Frank would like to give you more than a 40% discount off the regular price! Email: frankcharmley@gmail.com
and earning power, To make the complexities of insurance understandable, To provide you with the very best value for your insurance dollar, and To earn and keep your trust in everything we do. We provide Commercial, Personal, Property, Casualty, Life and Health Insurance. Email: dhendrickson@lutgertinsurance.com
Custom Communications 6831 Whitefield Ind. Ave. #E Sarasota, FL 34243 Phone Number: 941-747-6108 Representative: Robert MacDonald Specialty: Custom Communications is a telephone interconnect company that installs, services and repairs telephone and voice mail systems. We have been in business for more than 25 years offering sales and service on telephone equipment for small to mid-size companies. In addition to telephone equipment we install and service paging systems, voice/data cabling, data network infrastructure, HDvideo Conferencing, electronic white boards and fiber optics. Email: RJMacdonald@custom-com.net
Mid American Mortgage, Inc 9040 Town Center Parkway Lakewood Ranch, FL 34202 Phone Number: 941-552-7884 Representative: Roger S McGuire Specialty: Mid American Mortgage, Inc. is dedicated to 100% customer satisfaction! Our team is committed to providing real estate financing that helps our clients meet their financing goals and achieve their personal dreams. We operate our company with a focus on open communication, honesty, integrity, a smooth and complete process, and competitive products and interest rates. We assist homeowners in obtaining mortgage financing to purchase a home and/or to refinance an existing home. Email: roger@midam-mtg.com
David H. Rosenberg P.L. 1626 Ringling Blvd. Suite 500 Sarasota, FL 34236 Phone Number: 941-361-1153 Representative: David Rosenberg Specialty: DHR is a boutique Florida law firm that’s as passionate and driven to success as you are. Our talented and dedicated staff draws on sophisticated technology and years of real world experience to deliver superior customer service with unmatched flexibility. Our aim is simple: make every case, file and real estate transaction a pleasure. Knowledge, Service, and Results is more than DHR’s slogan. It’s our commitment to you. Email: info@dhrlaw.com
Parker and Associates, P.A. 1800 Second St. #819 Sarasota, FL 34236 Phone Number: 941-952-0600 Representative: Lori Molnar Specialty: Parker and Associates, P.A. is a Sarasota law firm which has been in business since 1986. Our primary goal is provide superior client services; personalizing client services to best satisfy client desires. We understand that everyone has different goals; however, we strive to meet those needs through our dedication to our clients. Specializing in Real Estate and Estate Planning Probate. Email: lorisrq@gmail.com
Fifth Third Bank 50 Central Avenue Suite 800 Sarasota, FL 34236 Phone Number: 941-329-4639 Representative: Mark Sabuda Specialty: At Fifth Third, we work hard to be a successful, principled, involved financial institution that serves its customers and community in Personal and Commercial Banking Email: mark.sabuda@53.com
Security National Mortgage Co. 5527 Sawgrass Road Sarasota, FL 34232 Phone Number: 941-504-4024 Representative: Cheryl Hornikel Specialty: For most people, a mortgage is the single largest financial decision they’ll ever make. At Security National Mortgage, our mission is to provide a variety of sustainable loan programs, great rates and most importantly, trust worthy loan professionals who can guide you through the process and make it as simple as possible. Email: cheryl.hornikel@verizon.net
Longboat Title 1751 Mound St. Suite 201 Sarasota, FL 34236 Phone Number: 941-387-8773 Representative: Adrian Griffin Specialty: When purchasing a new home or refinancing an existing mortgage, do you know what transpires from the time of application to the day of settlement? At Longboat Title Services, LC, we realize your home is your most valuable asset. Our staff of dedicated professionals will guide you through the entire process and will assure that you are protected against adverse title claims or risks long after your settlement. Email: adrian@longboattitle.com Lutgert Insurance 50 Central Ave. Suite 740 Sarasota, FL 34236 Phone Number: 941-308-6543 Representative: Dennis Hendrickson Specialty: Our mission and commitment to you: To provide caring, personalized service in the protection of your assets www.sarasotarealtors.com
Sign Traker of Southwest FL 264 Tamiami Trail South Venice, FL 34285 Phone Number: 941-493-4334 Representative: Bob Massanova Specialty: Install Real Estate Sign Posts Email: office@swfhomeinspections.com Suncoast Advisory Group 4270 Castlebridge Lane #1724 Sarasota, FL 34238 Phone Number: 941-201-1231 Representative: Sandy Keir Specialty: Suncoast Advisory Group is a planning and wealth advisory firm that strives to improve our clients’ quality of life by building wealth, discovering their life’s purpose and achieving financial security for themselves and their families. Email: sohare4@msn.com
Sarasota Realtor® Magazine
SEPTEMBER 2014
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E DUCATION & E VENTS C ALENDAR Tuesday
Sept. 1
9 a.m. Orientation 1 p.m. MLS Orientation 1:30 p.m. Code of Ethics
Thursday
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5
9
10
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7:30 a.m. Toastmasters
9 a.m. MLS Basic 1 p.m. Boot Camp 1 p.m. Compliance 3 p.m. Adding & Editing
1 p.m. Boot Camp
8 a.m. MLS Express (UPCC) 9 a.m. Searching in Matrix 11 a.m. Matrix Auto-Email 1:30 p.m. Realist
8 a.m. MLS Express (SAR)
1 p.m. Boot Camp
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8 a.m. CID General Membership Meeting 1 p.m. Annual Membership Meeting (SAR)
5 p.m. Affiliates After Hours Networking (Gecko’s on Hillview)
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Friday
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SAR Closed for Labor Day
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Wednesday
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9 a.m. MLS Basic 1 p.m. Compliance 3 p.m. Adding & Editing
7:30 a.m. Toastmasters 9 a.m. FR-BR Contract 1 p.m. Boot Camp
9 a.m. International Conference (SAR)
Oct. 1
7:30 a.m. Toastmasters
8 a.m. MLS Express (SAR) 9 a.m. Searching in Matrix 11 a.m. The Mobile Agent 1 p.m. Realist 3:30 p.m. Advanced Map Based Searches
9 a.m. CID Commercial Marketplace (SAR)
9 a.m. CID Commercial Marketplace (SAR)
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2 p.m. GRAS Seminar and Builder Open House Tour—LWR Town Hall
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8 a.m. MLS Express (SAR)
9 a.m. CID Commercial Marketplace (SAR)
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8 a.m. MLS Express (UPCC)
9 a.m. CID Commercial Marketplace (SAR)
Note: All events/classes are at SAR, 2320 Cattlemen Road, except where noted
My Florida Regional MLS Training
The My Florida Regional MLS training classes are offered at no cost to MLS participants. Please register for all MLS classes at the MFRMLS website: http://gopherit.mfrmls.com. Click on “Class Registration.”
Sarasota Association of Realtors®, Inc. 2320 Cattlemen Road. Sarasota, FL 34232
Monday
PRSRT STD U.S. POSTAGE PAID MANASOTA, FL PERMIT NO. 451
SEPTEMBER 2014